Radford University

Financial Services

Upon receiving a promotion, additional tasks include overseeing process improvements, mentoring colleagues and training staff, all while overseeing a challenging portfolio in a fast-moving environment.

Credit Suisse

Assistant Vice President

Key responsibilities include servicing ultra-high net worth clients and acting as an Administrative Agent for banking operations. Coordinating with internal stakeholders, analyzing data to create reports, and providing updates to upper management, regulatory contacts, and external clients are all necessary duties.

Banking Operations Specialist

In Operations, working with a small team ensured successful international client relationships. Key aspects of the job included collaborating with multiple groups and processing financial settlements. Quickly became a SME and used this knowledge to help integrate global partners as one.

Group Operations Cash Product Specialist

Selected as the only Agent Aspirant in the firm, learning all facets of the business was crucial. This included overseeing customer’s accounts, increasing sales, and providing cost management skills to help ensure an efficient business.

David S Buchanan Jr Insurance Agency

State Farm Agent Aspirant

Successfully reduced an overwhelming list of collection accounts while also closing loans, performing audits, and overseeing compliance details. This position required a great deal of time management and a need to provide cost savings.

Community Loans of America

Branch Manager

Serving as a supervisor comprised of overseeing the daily activities of the boutique. In addition to selling, marketing, and purchasing products, using a high level of proficiency in Microsoft Excel to create and sustain an inventory system was extremely beneficial for the business. This allowed the company to perform regular profitability analysis and forecast future demand.

Morgan Puryear